public Week Ahead • 2 min read The Economic Week Ahead: May 6 - 10 It's slim pickings this week on the US economic front. The news is mostly about credit conditions. Then…
paid Consumer • 2 min read The Economic Week Ahead: April 15 - 19 Following Iran's attack on Israel Saturday, geopolitics should dominate this week's market action. The Q1 earnings…
public Consumer • 2 min read Live Long And Prosper! American consumers are doing what they do best: They are consuming goods and services. Their consumption of services has been…
paid Survey • 2 min read Rolling Recoveries In Manufacturing & Retailing The rolling recessions in manufacturing and retailing are turning into rolling recoveries. That's our conclusion based on today&…
public Consumer • 2 min read It Was Cold In January, But Spring Is Coming! Retail sales fell 0.8% m/m in January, much weaker than expected (chart). Leading the way down was a…
paid China • 3 min read What Is Powell Thinking? This question was partially answered yesterday in a speech by Fed Governor Christopher Waller: "This cycle, however, with economic…
paid Week Ahead • 2 min read The Economic Week Ahead: December 18 - 22 On Wednesday, at his presser, Fed Chair Jerome Powell sounded more dovish. So bond and stock prices continued to rally…
public S&P 500 • 2 min read Another Bowl Of Mixed Nuts The S&P 500 is consolidating its gains since the October 27 bottom. In recent days, its been trading…
paid Inflation • 2 min read Inflation Cooling Stocks rallied today as October's PCED inflation rate continued to moderate. Most importantly, the inflation rate of PCED…
paid Fed • 2 min read Fed Not Even Thinking About Thinking About Cutting Rates That's the basic message of the FOMC's minutes released today. The word "restrictive" was…
paid Consumer • 2 min read Taking A Well-Deserved Break Today was a day of rest in the bond and stock markets. They didn't do much. Perhaps the…
public Inflation • 2 min read Pumping More Oil & Less Gasoline Fed officials often have said that they want to make sure that inflation is “well anchored.” In other words, they…